Planning

Overview

The Planning view provides an AI-powered assistant that guides you through engagement planning with a structured question-and-answer approach.

Planning Workflow

1. Scope Clarification

Define exactly what's in scope
Identify exclusions
Clarify ambiguous areas
Document restrictions

2. Objective Definition

Identify primary goals
Define success criteria
Set priorities
Establish metrics

3. Risk Assessment

Identify potential risks
Assess impact levels
Plan mitigation strategies
Define escalation procedures

4. Resource Planning

Team allocation
Tool requirements
Infrastructure needs
Time estimates

5. Approval Gates

Define what requires client approval
Set notification triggers
Establish communication protocols
Document escalation paths

Using the Planning Assistant

Navigate to Mission → Planning
Start planning session
Answer AI prompts systematically
Review generated plan
Export to objectives and checklists

Features

Guided Questions

The assistant asks structured questions:

"What systems are in scope?"
"What data is most sensitive?"
"What are the critical business systems?"
"What time windows are allowed?"

Context Awareness

Assistant understands engagement context:

Engagement type (Internal/External/Web App)
Client industry
Previous discussions
Existing objectives

Plan Generation

Automatically generates:

Objective list
Checklist items
Risk registry
Communication plan

Best Practices

Complete before operations: Don't skip planning
Involve client: Share key questions with client
Document thoroughly: Record all decisions
Update as needed: Revisit if scope changes
Export outputs: Use generated objectives and checklists

Objectives - Generated from planning
Checklists - Methodology steps
Execution - Implementing the plan
Engagements - Scope and ROE definition